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- Go to the list of Tasks –click on the Task link or the Home Page link to see a list of tasks
- Locate the list of Electronic Resource Activation Task -Unassigned
- Locate the resource that was just ordered in the list of Unassigned tasks
- Click on the Edit button for the resource under Actions button
- Change Status to Make Available and Save
- Go to Assigned to Me tasks
- Click on the Actions button and choose Edit
- Add a License –add the negotiated license that was created for that resource that lists the libraries and the amount they are paying for the resource
- Click on the license name and click the Select button
- Then Save these changes
- Now click on the Assigned to Me tab to locate the Purchase Order to continue editing it
- Go to the Actions button and choose Activate
- Click on Activate this electronic collection service
- Click on Make Service Available
- Automatically activate new portfolios (aggregator databases only)
- Click Next –do nothing on this screen
- Click Next and Activate All if CSU subscribes to complete package, if not, choose Manual Activation and activate titles later with upload file
- If you choose Activate All, click on Next and then Activate All
- Go to Actions button and Choose Edit Resource
- Go to the Additional Information tab
- Locate the Services at the bottom and click on Full Text label under Service Type
- Click on Service Activation Status = Available if not already set to Available
- If this is an aggregator, click on Activate new portfolios = YES
- Go to the Group Settings tab from the Electronic Services Editor
- Add libraries that are sharing this resource to Group Settings
- Click on Add Settings for Group
- Locate the Library, Activate the Proxy and if necessary, enter in linking parameters and Save
- Keep adding libraries until finished and click on Save
- Click on Save again if finished making changes or adding data to Resource Services
- Save again if finished making changes or adding data to Resource
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Library Orders Resource
Library will ORDER the e-resource after it is has been activated and negotiated license has been attached. The following procedures are one possible way for the acquisitions department to order an Opt-in resource from the NZ.
Member Institution (the process is up to the library but the CO must be vendor and material supplier):
- Library needs to create a vendor for the CO in their institute before Ordering the e-resource (For CO/SDLC as a vendor, this should be a one-time set-up for libraries.)
- Locate the e-collection in the Repository in the NZ
- Click on Order (Order link only appears if the library is listed in the negotiated license)
- Purchase Type – Electronic Collection – Subscription
- PO Line Owner – Main Library (Main Library is one option, POL Owner depends on local library configuration)
- Material Supplier would be the CO in this case (not shown in the video) Choose the CO vendor record
- Change e-Activation to 1 day to active search immediately
- The List Price came from the negotiated license in the NZ admin
- Choose Fund local to the library (to pay back the CO-not sure how to integrate this with CPO process)
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